耐克一刀切清退所有线上经销商,彻底玩崩中国市场? episode artwork

EPISODE · Jul 24, 2026 · 8 MIN

耐克一刀切清退所有线上经销商,彻底玩崩中国市场?

from AI 费电讯, 一份报告不同模型解读,用爱发电

市值暴跌、连续八个季度营收下滑,耐克在中国市场彻底急了!为挽救价格体系,耐克官宣从2027年起清退全部线上经销商,滔搏、宝胜集体被“开除”,数千家授权店铺全面退场,全面转向官方直营DTC模式。看似壮士断腕,实则是最大战略误判!真正打乱价格体系的不是经销商,而是耐克自身的库存积压、官方无休止打折。照搬苹果、特斯拉直营逻辑,却忽略球鞋靠文化、渠道、本土化运营立足的本质。本期深度拆解:耐克DTC战略为何全面翻车?砍掉本土渠道,到底是自救,还是在给安踏、李宁、阿迪送市场?

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耐克一刀切清退所有线上经销商,彻底玩崩中国市场?

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